-65.3%
LSPD vs VOO
+150.1%
-215.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | +0.2% |
| 7D | -0.8% | +0.1% | -1.0% | -1.0% |
| 30D | +1.5% | +0.1% | +1.5% | +1.6% |
| 3M | +11.0% | +2.0% | +9.0% | +5.4% |
| 6M | +10.6% | +13.0% | -2.4% | -15.3% |
| YTD | -13.0% | +13.6% | -26.6% | -33.9% |
| 1Y | -11.2% | +20.1% | -31.3% | -39.9% |
| 3Y | -35.8% | +77.6% | -113.4% | -82.6% |
| 5Y | -91.2% | +82.4% | -173.7% | -97.5% |
| All | -65.3% | +150.1% | -215.4% | -94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling